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Microsoft

5,689 hedge funds and large institutions have $2.66T invested in Microsoft in 2025 Q2 according to their latest regulatory filings, with 229 funds opening new positions, 2,513 increasing their positions, 2,568 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,689
Holders Change
+10
Holders Change %
+0.18%
% of All Funds
76.3%
Holding in Top 10
3,091
Holding in Top 10 Change
+297
Holding in Top 10 Change %
+10.63%
% of All Funds
41.46%
New
229
Increased
2,513
Reduced
2,568
Closed
109
Calls
$57.8B
Puts
$45.7B
Net Calls
+$12.1B
Net Calls Change
+$11.9B
Name Holding Trade Value Shares
Change
Shares
Change %
MAM
5301
McCarthy Asset Management
California
$613K
PAG
5302
Poinciana Advisors Group
Florida
$612K +$172K +345 +39%
FOFP
5303
Fee-Only Financial Planning
South Carolina
$610K
TAM
5304
TCP Asset Management
Ohio
$608K -$995 -2 -0.2%
AFTS
5305
American Financial & Tax Strategies
New York
$608K -$16.9K -34 -3%
PWA
5306
Principia Wealth Advisory
Texas
$606K +$42.3K +85 +7%
BFP
5307
Beacon Financial Planning
Massachusetts
$603K -$3.98K -8 -0.7%
EFG
5308
Ehrlich Financial Group
California
$602K -$6.47K -13 -1%
T
5309
TrueFG
Texas
$599K +$4.97K +10 +0.8%
OFP
5310
OLIO Financial Planning
Virginia
$597K -$47.3K -95 -7%
ACM
5311
Avos Capital Management
Washington
$596K -$209K -421 -26%
OFG
5312
Omega Financial Group
California
$596K +$179K +360 +43%
BIS
5313
BG Investment Services
Guam
$595K +$84.1K +169 +16%
BWA
5314
BCU Wealth Advisors
Illinois
$594K +$594K +1,195 New
LWMNY
5315
Landmark Wealth Management (New York)
New York
$593K -$16.9K -34 -3%
TWP
5316
Total Wealth Planning
Ohio
$591K +$40.3K +81 +7%
LWM
5317
Latko Wealth Management
Illinois
$590K +$201K +403 +52%
MF
5318
Midwestern Financial
Iowa
$587K +$587K +1,181 New
GG
5319
GenWealth Group
New Jersey
$587K
KWM
5320
Kiker Wealth Management
Georgia
$585K -$248K -498 -30%
JWM
5321
JFG Wealth Management
Colorado
$577K
BHWM
5322
Bay Harbor Wealth Management
Maryland
$576K +$121K +243 +27%
TFP
5323
Triune Financial Partners
Kansas
$575K -$91K -183 -14%
CWP
5324
Corepath Wealth Partners
Arizona
$575K +$4.99K +10 +0.9%
RL
5325
Retireful LLC
Michigan
$574K +$574K +1,153 New